Mitchell Melan is a financial advisor with Lincoln Investment in Dunwoody, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of advisory work, he is involved in fixed annuities and life insurance sales through Melan Financial. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of investment programs using both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets.

Brad Joseph is a financial advisor with Lincoln Investment in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and also works with Dekalb County Schools. Outside of his advisory role, he operates JOSEPH FINANCIALS LLC, focusing on marketing, and is a licensed agent selling life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, employing both strategic and tactical investment approaches and managing approximately $22.9 billion in advisory assets.

Michael Walls is a financial advisor with Lincoln Investment in Dunwoody, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through both strategic and tactical approaches, overseeing approximately $22.9 billion in advisory assets.

Andy Sukhai is a financial advisor with Lincoln Investment in Dunwoody, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Banks Jackson & Middleton and Lincoln Investment since 2017 and previously at VOYA Financial Advisors from 2014 to 2017. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed portfolios, employing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Perry Williams is a financial advisor with Lincoln Investment in Dunwoody, GA, holding a Series 63 license and 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and also has a longstanding role at Novacare Occupational Health Services since 1998. Outside of his advisory work, Williams is the owner and president of Williams & Williams Financial Services, Inc., a tax and accounting entity, and acts as an agent selling life insurance and fixed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches through a combination of in-house and third-party strategies.